Victoria Simone Gilliard
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- UnemployedJul 2025 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2023 to Jul 2025
- Bank of America, N.A.Jul 2022 to Nov 2023
- Full-time EducationFeb 2022 to Jul 2022
- Boys and Girls ClubSep 2021 to Feb 2022
- Bank of AmericaJun 2021 to Aug 2021
- Full-time EducationAug 2019 to Sep 2021
- YmcaJun 2019 to Aug 2019
- Full-time EducationAug 2018 to May 2019
- UnemployedJan 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7390483
- Firm CRD
- 19616